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Business Entity Planning

Whether you're just starting out, or you've been operating as a sole proprietor or partnership and now you're thinking about incorporating or filing as an LLC...or maybe you’ve already formed an LLC, but are wondering if there are elections you can make to ensure you’re not paying unnecessary taxes each year...whatever your situation, we can help you put together a structure that works best for you and your business.

Retirement Plans for your Business

We'll help you choose the best retirement plan structure for your business, select the appropriate investments to build the plan assets, and oversee the administration of the plan to make sure it remains compliant with IRS and ERISA regulations.

Administrative Support

Your "office" should not grow faster than your "business."  We offer a comprehensive suite of support services for your growing business including bookkeeping, employee benefits consulting, management advisory services, and strategic planning/governance implementation.  Let us customize a solution for you and incorporate it into your consolidated wealth management plan.